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Maria Teresa Hernandez huerta

Equita Financial Network, Inc.

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About Maria Teresa Hernandez huerta

Maria Teresa Hernandez huerta is an Investment Advisor Representative with Equita Financial Network, Inc. Maria Teresa is licensed in Missouri and Tennessee. Maria Teresa has been in the industry since June 2018. Maria Teresa specializes in providing financial planning, portfolio management services for individuals and selection of other advisors. Maria Teresa has a Certified Financial Planner designation.

Firm Information

Maria Hernandez huerta is currently registered with Equita Financial Network, Inc.. Equita Financial Network, Inc. is an investment advisory firm headquartered in FORT WASHINGTON, PA. The firm provides financial planning, selection of other advisers, and portfolio management for individuals. Equita Financial Network, Inc. manages approximately $283,061,181 in client assets. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Equita Financial Network, Inc.

500 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$283.06M

Assets Under Management

62

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Maria Hernandez huerta’s Registration & Firm History

PA

02/20/2024 - Present

Equita Financial Network, Inc. (FORT WASHINGTON PA)

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Licenses & Designations

IA

Issued 08/12/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Teresa Hernandez huerta.
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